AIVC vs ALTY
Comparison between AMPLIFY BLOOMBERG AI VALUE CHAIN ETF (AIVC, ETF) and GLOBAL X ALTERNATIVE INCOME ETF (ALTY, ETF).
5-Year PerformanceAIVC has outperformed ALTY, delivering a return of +18.1% compared to +5.5%
AIVC vs ALTY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AIVC
$44M
Winner
ALTY
$45M
Expense Ratio
AIVC
0.59%
Winner
ALTY
0.50%
Max Drawdown
Winner
AIVC
56.11%
ALTY
60.08%
Sharpe Ratio
Winner
AIVC
2.68
ALTY
1.95
5Y Beta
AIVC
1.55
Winner
ALTY
0.41
P/E Ratio
AIVC
64.19
ALTY
N/A
Forward P/E
AIVC
31.95
ALTY
N/A
PEG Ratio
AIVC
0.41
ALTY
N/A
5Y Dividends CAGR
AIVC
-10.05%
Winner
ALTY
-1.10%
5Y EPS CAGR
AIVC
21.01%
ALTY
N/A
Debt to Equity
AIVC
-12.32%
ALTY
N/A
P/S Ratio
AIVC
5.18
ALTY
N/A
P/B Ratio
AIVC
7.13
ALTY
N/A
AIVC vs ALTY - Holdings Comparison
AIVC and ALTY have 0 common holdings. Overlap is 0.00%
AIVC's top 25 holdings weight is 64.66%. ALTY's top 25 holdings weight is 99.82%.
| Rank | AIVC | ALTY |
|---|---|---|
| #1 | MEDIATEK INC (n/a) - 4.41% | GLOBAL X EMERGING MARKETS BOND ETF (EMBD) - 20.36% |
| #2 | MICRON TECHNOLOGY INC (MU) - 3.59% | GLOBAL X SUPERDIVIDEND® REIT ETF (SRET) - 19.12% |
| #3 | SK HYNIX INC (n/a) - 3.44% | GLOBAL X NASDAQ 100 COVERED CALL ETF (QYLD) - 18.85% |
| #4 | ADVANCED MICRO DEVICES INC (AMD) - 3.40% | GLOBAL X US PREFERRED ETF (PFFD) - 18.81% |
| #5 | CAMBRICON TECHNOLOGIES CORP LTD CLASS A (n/a) - 3.13% | WILLIAMS COMPANIES INC (WMB) - 1.72% |
| #6 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.89% | KINDER MORGAN INC CLASS P (KMI) - 1.63% |
| #7 | QUALCOMM INC (QCOM) - 2.88% | MPLX LP PARTNERSHIP UNITS (MPLX) - 1.53% |
| #8 | MARVELL TECHNOLOGY INC (MRVL) - 2.85% | SPIRE INC (SR) - 1.51% |
| #9 | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 2.81% | ANTERO MIDSTREAM CORP (AM) - 1.49% |
| #10 | DATADOG INC CLASS A (DDOG) - 2.73% | SUNOCO LP (SUN) - 1.46% |
| #11 | DIGITALOCEAN HOLDINGS INC (DOCN) - 2.62% | OGE ENERGY CORP (OGE) - 1.46% |
| #12 | WESTERN DIGITAL CORP (WDC) - 2.61% | EVERGY INC (EVRG) - 1.45% |
| #13 | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 2.57% | HESS MIDSTREAM LP CLASS A (HESM) - 1.41% |
| #14 | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.36% | NORTHWESTERN ENERGY GROUP INC (NWE) - 1.37% |
| #15 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 2.27% | ENERGY TRANSFER LP (ET) - 1.37% |
| #16 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.17% | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 1.37% |
| #17 | COHERENT CORP (COHR) - 2.17% | ALLETE INC (ALE) - 1.33% |
| #18 | CADENCE DESIGN SYSTEMS INC (CDNS) - 2.01% | PLAINS ALL AMERICAN PIPELINE LP (PAA) - 1.32% |
| #19 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 2.00% | BLACK STONE MINERALS LP PARTNERSHIP UNITS (BSM) - 1.26% |
| #20 | SYNOPSYS INC (SNPS) - 1.98% | KIMBELL ROYALTY PARTNERS LP (KRP) - 1.00% |
| #21 | NETAPP INC (NTAP) - 1.97% | N/A |
| #22 | BROADCOM INC (AVGO) - 1.97% | N/A |
| #23 | CIENA CORP (CIEN) - 1.97% | N/A |
| #24 | ALPHABET INC CLASS A (GOOGL) - 1.93% | N/A |
| #25 | ORACLE CORP (ORCL) - 1.93% | N/A |
| Total Holdings | 49 | 20 |
AIVC vs ALTY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AIVC
+13.80%
ALTY
-0.06%
3M
Winner
AIVC
+57.56%
ALTY
+1.25%
6M
Winner
AIVC
+59.68%
ALTY
+6.28%
1Y
Winner
AIVC
+124.77%
ALTY
+15.61%
5Y(CAGR)
Winner
AIVC
+18.10%
ALTY
+5.53%
10Y(CAGR)
Winner
AIVC
+15.93%
ALTY
+6.21%
Max(CAGR)
Winner
AIVC
+15.92%
ALTY
+6.16%
AIVC vs ALTY - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | AIVC | ALTY |
|---|---|---|
| 2026 | +59.24% | +5.47% |
| 2025 | +39.66% | +10.21% |
| 2024 | +22.20% | +11.18% |
| 2023 | +38.41% | +10.01% |
| 2022 | -38.20% | -12.05% |
| 2021 | -4.99% | +24.58% |
| 2020 | +39.68% | -12.87% |
| 2019 | +26.97% | +20.36% |
| 2018 | -19.55% | -6.00% |
| 2017 | +35.82% | +10.29% |
| 2016 | +7.31% | +17.89% |
| 2015 | N/A | -4.66% |
AIVC vs ALTY Drawdown Comparison
The maximum drawdown for AIVC was -56.11%, occurring on Nov 9, 2022. Recovery took 1150 trading sessions.
The maximum drawdown for ALTY was -51.47%, occurring on Mar 18, 2020. Recovery took 306 trading sessions.
The current AIVC drawdown is -10.60%. The current ALTY drawdown is -0.49%.
| Rank | AIVC | ALTY |
|---|---|---|
| #1 | -56.11% Feb 9, 2021 - Sep 9, 2025 | -51.47% Feb 20, 2020 - May 7, 2021 |
| #2 | -41.60% Feb 12, 2020 - Jun 22, 2020 | -30.47% Jul 15, 2015 - Apr 25, 2017 |
| #3 | -28.59% Sep 18, 2018 - Jan 13, 2020 | -18.48% Jan 4, 2022 - May 15, 2024 |
| #4 | -14.11% Nov 3, 2025 - Jan 27, 2026 | -14.18% Aug 29, 2018 - Feb 22, 2019 |
| #5 | -13.33% Aug 24, 2016 - Mar 17, 2017 | -10.07% Feb 20, 2025 - Jul 25, 2025 |
| #6 | -12.80% Jan 28, 2026 - Apr 8, 2026 | -7.30% Jan 26, 2018 - Jul 6, 2018 |
| #7 | -12.55% Oct 13, 2020 - Nov 25, 2020 | -4.34% Mar 2, 2026 - Apr 24, 2026 |
| #8 | -11.05% Apr 27, 2016 - Aug 8, 2016 | -4.23% Jun 14, 2021 - Aug 12, 2021 |
| #9 | -10.82% Jan 26, 2018 - Sep 11, 2018 | -4.06% Sep 2, 2021 - Jan 4, 2022 |
| #10 | -10.64% Sep 1, 2020 - Oct 9, 2020 | -3.92% May 10, 2021 - Jun 1, 2021 |
| #11 | -10.60% Jun 2, 2026 - Jun 5, 2026 | -3.91% Aug 1, 2019 - Sep 18, 2019 |
| #12 | -8.10% Aug 5, 2020 - Aug 28, 2020 | -3.58% Jul 17, 2024 - Aug 19, 2024 |
| #13 | -7.58% Nov 6, 2017 - Jan 4, 2018 | -3.54% Nov 29, 2024 - Jan 21, 2025 |
| #14 | -7.30% Jul 9, 2020 - Aug 3, 2020 | -3.53% May 6, 2019 - Jun 20, 2019 |
| #15 | -5.36% Oct 8, 2025 - Oct 20, 2025 | -2.41% Apr 27, 2017 - Jul 14, 2017 |
Correlation
Correlation between AIVC and ALTY is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2015 - 2026)
AIVC vs ALTY dividend yield comparison.
| Year | AIVC | ALTY |
|---|---|---|
| 2026 | 0.00% | 3.20% |
| 2025 | 0.17% | 7.50% |
| 2024 | 0.21% | 7.88% |
| 2023 | 0.00% | 7.31% |
| 2022 | 0.00% | 7.66% |
| 2021 | 0.00% | 6.88% |
| 2020 | 0.39% | 9.20% |
| 2019 | 1.16% | 8.74% |
| 2018 | 0.38% | 8.49% |
| 2017 | 0.92% | 7.52% |
| 2016 | 0.64% | 8.20% |
| 2015 | 0.00% | 4.21% |
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